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Eaton Vance Total Return Bond ETF
EVTR

128 hedge funds and large institutions have $2.63B invested in Eaton Vance Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 21

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

62% more capital invested

Capital invested by funds: $1.62B → $2.63B (+$1B)

44% more funds holding in top 10

Funds holding in top 10: 9 → 13 (+4)

13% more funds holding

Funds holding: 113 → 128 (+15)

3.65% more ownership

Funds ownership: 80.25% → 83.9% (+3.7%)

Holders
128
Holders Change
+15
Holders Change %
+13.27%
% of All Funds
1.68%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.17%
New
28
Increased
70
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$317M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$176M
3
Ameriprise
Ameriprise
Minnesota
+$123M
4
PAM
Prodigy Asset Management
Nebraska
+$76.5M
5
Bank of America
Bank of America
North Carolina
+$32.9M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.52M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.61M
3
AAS
Ameritas Advisory Services
Nebraska
-$1.57M
4
LWL
Leo Wealth LLC
Texas
-$721K
5
SC
Soundwatch Capital
Connecticut
-$634K
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$3.25M +$3.23M +63,212 New
KWM
52
Kingsview Wealth Management
Oregon
$3.18M +$2.76M +53,933 +683%
FTS
53
Fifth Third Securities
Ohio
$3.1M +$112K +2,185 +4%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$2.93M -$9.52M -186,310 -77%
AWA
55
Acorn Wealth Advisors
Michigan
$2.79M +$2.77M +54,244 New
OP
56
ORG Partners
Indiana
$2.69M -$24.3K -475 -0.9%
SHF
57
Stage Harbor Financial
Massachusetts
$2.53M +$512K +10,012 +26%
GIA
58
Gladstone Institutional Advisory
Florida
$2.25M -$9.25K -181 -0.4%
MFG
59
Merit Financial Group
Georgia
$2.25M -$75.6K -1,479 -3%
CWM
60
Cornerstone Wealth Management
Missouri
$2.23M +$775K +15,153 +54%
EH
61
Equitable Holdings
New York
$2.04M +$423K +8,280 +26%
NA
62
NewEdge Advisors
Louisiana
$2M +$50.5K +987 +3%
P
63
&Partners
Tennessee
$1.9M +$1.04M +20,358 +118%
FFS
64
Founders Financial Securities
Maryland
$1.9M +$5.11K +100 +0.3%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$1.75M +$1.74M +34,076 New
Stifel Financial
66
Stifel Financial
Missouri
$1.74M +$358K +7,001 +26%
SF
67
Summit Financial
New Jersey
$1.65M +$1.64M +32,062 New
Comerica Bank
68
Comerica Bank
Texas
$1.6M +$486K +9,501 +44%
TNBTD
69
Trustmark National Bank Trust Department
Mississippi
$1.38M +$778K +15,222 +131%
MCM
70
MidAtlantic Capital Management
Virginia
$1.31M -$56.1K -1,097 -4%
SWM
71
SeaCrest Wealth Management
New York
$1.3M +$419K +8,187 +48%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$1.27M +$283K +5,530 +29%
Citadel Advisors
73
Citadel Advisors
Florida
$1.16M -$3.61M -70,559 -76%
NEWAS
74
N.E.W. Advisory Services
Wisconsin
$1.1M +$1.1M +21,421 New
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
$1.02M +$31.9K +624 +3%
1 2
3
4 5

EVTR Hedge Fund Activity: Q3 2025 in Review

128 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Total Return Bond ETF (EVTR) for Q3 2025, worth a combined $2.63B — up 62% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EVTR positions and 11 closed out — a net gain of 17 holders — while 70 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $317M. The largest seller was Royal Bank of Canada, cutting an estimated $9.52M.

  • 128 institutional investors held Eaton Vance Total Return Bond ETF (EVTR) as of Q3 2025, up from 113 in Q2 2025.
  • Funds reported $2.63B of Eaton Vance Total Return Bond ETF stock for Q3 2025, up 62% quarter-over-quarter.
  • 28 funds opened new Eaton Vance Total Return Bond ETF positions in Q3 2025 and 11 closed out, a net change of +17 holders.
  • The largest Eaton Vance Total Return Bond ETF buyer in Q3 2025 was Morgan Stanley, an estimated $317M added.
  • The largest Eaton Vance Total Return Bond ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $9.52M sold.

Based on aggregated 13F filings for Q3 2025.